Robert Mathisen Jr. is an advisor with Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon totaling 28 years. Mathisen serves as a board member of Champions for Children, a nonprofit focused on preventing child abuse. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers.

Kevin Arquette is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network in Lutz, FL. He has worked at Commonwealth and Wealthpoint Financial Planning since 2022 and previously spent nine years with The Harwood Insurance Group and Harwood Advisory Group. In addition to his advisory work, he spends part of his time conducting fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

John Crager is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Before joining Lincoln Investment in 2025, he spent 10 years with Horace Mann Insurance and Horace Mann Investors, Inc. He is the owner and president of Suncoast Insurance LLC, which specializes in property and casualty insurance sales and service. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios, third-party managers, and various platform options.

Darius Harrison is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services, Cetera, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Barry Flagg is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is registered with Kestra Advisory and Kestra Investment Services since 2016 and has been associated with Moore Thomas since 1986. Outside of his advisory role, Flagg is involved in speaking engagements on life insurance portfolio evaluation and manages Triangulum Financial Partners, focusing on client advising related to life insurance. He is also the founder and president of THEInsuranceAdvisor.COM, a life insurance research publisher, and contributes to curriculum development and ethics guidance related to life insurance for professional organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves very large institutional investors, including sovereign wealth funds, and supports discretionary and non-discretionary services with due diligence on recommended investments.

Joshua Smith is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has three years of industry experience. He has previously worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Outside of finance, he has experience in the juice business and home improvement sectors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both discretionary and non-discretionary investment guidance to a large client base.

John Wright is a Series 66-registered advisor with Truist Advisory Services in Tampa, FL. He has one year of experience as a financial advisor, previously working at Truist Bank for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, utilizing a combination of discretionary and non-discretionary approaches with integrated inter-affiliate services.

Jack Halvorsen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he operated under Wealth Bridge Financial Group, a DBA for LPL, for one year. His background includes work outside finance, such as positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party management, and customized strategies.

Vincent Graziano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 1998 to 2012 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Felipe Francois is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo in various capacities since 2014. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Green is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2017 and previously at BB&T Investment Services from 2014 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with options ranging from model portfolios to bespoke strategies.

James Kossoff is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Eric Mc Lendon is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves as president on a local board of directors and is involved in retail business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficient strategies to generate personalized recommendations.

Alexander Perez is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

David Harris IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advising, he manages entities related to training events and business purposes within the Primerica organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, providing a tiered wrap-fee structure and maintaining authority over model selection and management.

Ann Regina is a financial advisor with Ameriprise in Lutz, FL, holding Series 65 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Samantha Pairitz Robinson is a financial advisor with J.P. Morgan Securities in Port Richey, FL, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked exclusively within various entities of J.P. Morgan since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes ESG considerations within its investment recommendations.

Liane Hansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. She has held positions at several firms, including Fidelity Investments, Truist Advisory Services, BB&T Securities, and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios and its advisory role to multiple registered investment companies.

Bryan Beatty is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. His prior roles include tenures at Wells Fargo Clearing, Wells Fargo Advisors, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

Bradley Patton is a financial advisor at Charles Schwab with 11 years of industry experience. He joined Schwab in 2020 and previously worked at USAA Investment Management Company and USAA Financial Advisors, Inc. He holds the Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational infrastructure.